SJS Investment Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“Fees for financial planning services will typically range from $1,000 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How SJS Investment Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In certain circumstances, fees may be negotiable.”
• “Unless otherwise provided, payment to us will be made quarterly based on your assets under management at the end of the previous calendar quarter (in arrears).”
• “If an investment management fee begins at any time other than at the beginning of a quarterly period, the first quarterly investment management fee is prorated to the end of the quarter in which the investment management fee is effective.”

How SJS Investment Services’ fees compare

• Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.

About SJS Investment Services

• Principal: Scott J. Savage
• Firm size: 26 employees.
• Registered as an adviser: 1995 (31 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

880

Employees

26

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$2,937,122,207

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107219

Website

sjsinvest.com (opens in new tab)

Phone

(419) 885-2626

Can advise clients in 20 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia

Other planners in Sylvania that publish fees

• Thunderbird Financial CoachingSylvania$150/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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